[floatingtorch]

Your analysis is low quality as it focuses too narrowly and ignores the wider geopolitical tensions between the US and China.

See:

- CHIPs act

- Ban of sale of many nvidia GPUs to China

- Ban of export of ASML euv tech

- Huawei ban

- Chinese EV tariffs (ban?)

- whole host of tariffs

- China south sea tensions

- Chinese support of Russia who is a threat to NATO allies (and invaded a sovereign country) - Ban of most US tech companies in China

- Chinas mutual aid treaty with North Korea